ProVise Management Group, LLC Diversified Active

CIK: 0001305707 · Show all filings

Period: Q2 2013 (Next →)

Filing Date: Aug 8, 2013

Total Value ($000): $338,746 (100.0% shares, 0.0% debt)

Holdings (319)

VIG VANGUARD SPECIALIZED PORTFOL 6.4%
Value ($000) $21,827 Shares 329,700 Est. Cost $66.20 Unrealized
SDY SPDR SERIES TRUST 3.7%
Value ($000) $12,557 Shares 189,393 Est. Cost $66.30 Unrealized
HDV ISHARES TR 2.8%
Value ($000) $9,450 Shares 142,440 Est. Cost $66.34 Unrealized
IJR ISHARES TR 2.6%
Value ($000) $8,775 Shares 97,164 Est. Cost $90.31 Unrealized
JNJ JOHNSON & JOHNSON 1.7%
Value ($000) $5,853 Shares 68,168 Est. Cost $59.66 Unrealized 0.0%
PFF ISHARES TR 1.7%
Value ($000) $5,595 Shares 142,455 Est. Cost $39.28 Unrealized
GENERAL ELECTRIC CO 1.5%
Value ($000) $5,016 Shares 216,290 Est. Cost $23.19 Unrealized
PEP PEPSICO INC 1.4%
Value ($000) $4,728 Shares 57,806 Est. Cost $56.00 Unrealized 0.0%
VUG VANGUARD INDEX FDS 1.3%
Value ($000) $4,365 Shares 55,856 Est. Cost $78.15 Unrealized
PFE PFIZER INC 1.2%
Value ($000) $4,114 Shares 146,875 Est. Cost $16.46 Unrealized 0.0%
MSFT MICROSOFT CORP 1.1%
Value ($000) $3,790 Shares 109,711 Est. Cost $26.70 Unrealized 0.0%
IWF ISHARES TR 1.1%
Value ($000) $3,671 Shares 50,468 Est. Cost $72.74 Unrealized
XOM EXXON MOBIL CORP 1.1%
Value ($000) $3,572 Shares 39,533 Est. Cost $53.69 Unrealized 0.0%
VTV VANGUARD INDEX FDS 1.0%
Value ($000) $3,417 Shares 50,541 Est. Cost $67.61 Unrealized
CVX CHEVRON CORP NEW 1.0%
Value ($000) $3,344 Shares 28,257 Est. Cost $71.30 Unrealized 0.0%
INTC INTEL CORP 1.0%
Value ($000) $3,302 Shares 136,276 Est. Cost $17.18 Unrealized 0.0%
EPD ENTERPRISE PRODS PARTNERS L 1.0%
Value ($000) $3,263 Shares 52,507 Est. Cost $62.14 Unrealized
WFC WELLS FARGO & CO NEW 0.9%
Value ($000) $3,026 Shares 73,315 Est. Cost $27.36 Unrealized 0.0%
IJH ISHARES TR 0.9%
Value ($000) $2,998 Shares 25,958 Est. Cost $115.49 Unrealized
WMT WAL-MART STORES INC 0.8%
Value ($000) $2,808 Shares 37,689 Est. Cost $19.98 Unrealized 0.0%
KINDER MORGAN ENERGY PARTNER 0.8%
Value ($000) $2,620 Shares 30,684 Est. Cost $85.39 Unrealized
MCD MCDONALDS CORP 0.7%
Value ($000) $2,476 Shares 25,004 Est. Cost $71.80 Unrealized 0.0%
EEM ISHARES TR 0.7%
Value ($000) $2,414 Shares 62,690 Est. Cost $38.51 Unrealized
SCHB SCHWAB STRATEGIC TR 0.7%
Value ($000) $2,411 Shares 61,946 Est. Cost $38.92 Unrealized
DWX SPDR INDEX SHS FDS 0.7%
Value ($000) $2,411 Shares 55,225 Est. Cost $43.66 Unrealized
SPECTRA ENERGY CORP 0.7%
Value ($000) $2,342 Shares 67,974 Est. Cost $34.45 Unrealized
SENIOR HSG PPTYS TR 0.7%
Value ($000) $2,331 Shares 89,900 Est. Cost $25.93 Unrealized
SCHH SCHWAB STRATEGIC TR 0.7%
Value ($000) $2,329 Shares 72,591 Est. Cost $32.08 Unrealized
MMM 3M CO 0.7%
Value ($000) $2,285 Shares 20,900 Est. Cost $61.26 Unrealized 0.0%
PG PROCTER & GAMBLE CO 0.7%
Value ($000) $2,284 Shares 29,677 Est. Cost $55.00 Unrealized 0.0%
KO COCA COLA CO 0.7%
Value ($000) $2,279 Shares 56,813 Est. Cost $27.85 Unrealized 0.0%
ROYAL DUTCH SHELL PLC 0.7%
Value ($000) $2,273 Shares 34,295 Est. Cost $66.28 Unrealized
SCHD SCHWAB STRATEGIC TR 0.7%
Value ($000) $2,242 Shares 68,546 Est. Cost $32.71 Unrealized
WU WESTERN UN CO 0.6%
Value ($000) $2,199 Shares 128,492 Est. Cost $17.11 Unrealized
T AT&T INC 0.6%
Value ($000) $2,176 Shares 61,485 Est. Cost $11.40 Unrealized 0.0%
BSV VANGUARD BD INDEX FD INC 0.6%
Value ($000) $2,155 Shares 26,911 Est. Cost $80.08 Unrealized
GIS GENERAL MLS INC 0.6%
Value ($000) $2,136 Shares 44,000 Est. Cost $31.98 Unrealized 0.0%
CHRW C H ROBINSON WORLDWIDE INC 0.6%
Value ($000) $2,114 Shares 37,530 Est. Cost $42.72 Unrealized 0.0%
NVS NOVARTIS A G 0.6%
Value ($000) $2,106 Shares 29,787 Est. Cost $70.70 Unrealized
KRAFT FOODS GROUP INC 0.6%
Value ($000) $2,084 Shares 37,301 Est. Cost $55.87 Unrealized
SNY SANOFI 0.6%
Value ($000) $2,068 Shares 40,156 Est. Cost $51.50 Unrealized
JPM JPMORGAN CHASE & CO 0.6%
Value ($000) $2,061 Shares 39,030 Est. Cost $36.24 Unrealized 0.0%
VZ VERIZON COMMUNICATIONS INC 0.6%
Value ($000) $2,025 Shares 40,225 Est. Cost $27.04 Unrealized 0.0%
VTI VANGUARD INDEX FDS 0.6%
Value ($000) $2,021 Shares 24,452 Est. Cost $82.65 Unrealized
EFA ISHARES TR 0.6%
Value ($000) $1,964 Shares 34,286 Est. Cost $57.28 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.6%
Value ($000) $1,924 Shares 27,937 Est. Cost $45.09 Unrealized 0.0%
SYY SYSCO CORP 0.6%
Value ($000) $1,913 Shares 56,020 Est. Cost $24.40 Unrealized 0.0%
CVS CVS CAREMARK CORPORATION 0.5%
Value ($000) $1,826 Shares 31,932 Est. Cost $41.44 Unrealized 0.0%
SCHP SCHWAB STRATEGIC TR 0.5%
Value ($000) $1,819 Shares 33,802 Est. Cost $53.81 Unrealized
DVY ISHARES TR 0.5%
Value ($000) $1,759 Shares 27,496 Est. Cost $63.97 Unrealized
ET ENERGY TRANSFER EQUITY L P 0.5%
Value ($000) $1,694 Shares 28,310 Est. Cost $59.84 Unrealized
CL COLGATE PALMOLIVE CO 0.5%
Value ($000) $1,669 Shares 29,136 Est. Cost $44.38 Unrealized 0.0%
CMP COMPASS MINERALS INTL INC 0.5%
Value ($000) $1,604 Shares 18,978 Est. Cost $57.41 Unrealized 0.0%
WALTER INVT MGMT CORP 0.5%
Value ($000) $1,565 Shares 46,301 Est. Cost $33.80 Unrealized
SCHA SCHWAB STRATEGIC TR 0.5%
Value ($000) $1,561 Shares 35,494 Est. Cost $43.98 Unrealized
TAP MOLSON COORS BREWING CO 0.4%
Value ($000) $1,519 Shares 31,745 Est. Cost $37.25 Unrealized 0.0%
GOOGLE INC 0.4%
Value ($000) $1,504 Shares 1,709 Est. Cost $880.05 Unrealized
NATIONAL GRID PLC 0.4%
Value ($000) $1,484 Shares 26,196 Est. Cost $56.65 Unrealized
ALLIANCEBERNSTEIN INCOME FUN 0.4%
Value ($000) $1,476 Shares 197,854 Est. Cost $7.46 Unrealized
MARKET VECTORS ETF TR 0.4%
Value ($000) $1,468 Shares 60,085 Est. Cost $24.43 Unrealized
QCOM QUALCOMM INC 0.4%
Value ($000) $1,459 Shares 23,880 Est. Cost $45.06 Unrealized 0.0%
EXC EXELON CORP 0.4%
Value ($000) $1,459 Shares 47,263 Est. Cost $15.41 Unrealized 0.0%
HD HOME DEPOT INC 0.4%
Value ($000) $1,451 Shares 18,734 Est. Cost $56.05 Unrealized 0.0%
HEALTH CARE REIT INC 0.4%
Value ($000) $1,441 Shares 21,510 Est. Cost $66.99 Unrealized
BAC BANK OF AMERICA CORPORATION 0.4%
Value ($000) $1,422 Shares 110,506 Est. Cost $10.03 Unrealized 0.0%
IWR ISHARES TR 0.4%
Value ($000) $1,417 Shares 10,907 Est. Cost $129.92 Unrealized
PAYX PAYCHEX INC 0.4%
Value ($000) $1,381 Shares 37,835 Est. Cost $25.02 Unrealized 0.0%
LOW LOWES COS INC 0.4%
Value ($000) $1,375 Shares 33,625 Est. Cost $32.16 Unrealized 0.0%
BMY BRISTOL MYERS SQUIBB CO 0.4%
Value ($000) $1,373 Shares 30,719 Est. Cost $28.67 Unrealized 0.0%
EBND SPDR SERIES TRUST 0.4%
Value ($000) $1,362 Shares 45,906 Est. Cost $29.67 Unrealized
CLAYMORE EXCHANGE TRD FD TR 0.4%
Value ($000) $1,339 Shares 57,760 Est. Cost $23.18 Unrealized
XLK SELECT SECTOR SPDR TR 0.4%
Value ($000) $1,324 Shares 43,273 Est. Cost $30.60 Unrealized
SEADRILL LIMITED 0.4%
Value ($000) $1,309 Shares 32,128 Est. Cost $40.74 Unrealized
PDM PIEDMONT OFFICE REALTY TR IN 0.4%
Value ($000) $1,308 Shares 73,175 Est. Cost $17.87 Unrealized
AMERIGAS PARTNERS L P 0.4%
Value ($000) $1,298 Shares 26,255 Est. Cost $49.44 Unrealized
BARCLAYS BK PLC 0.4%
Value ($000) $1,278 Shares 61,706 Est. Cost $20.71 Unrealized
CSCO CISCO SYS INC 0.4%
Value ($000) $1,275 Shares 52,419 Est. Cost $15.24 Unrealized 0.0%
ENERGY TRANSFER PRTNRS L P 0.4%
Value ($000) $1,220 Shares 24,137 Est. Cost $50.54 Unrealized
ODYSSEY MARINE EXPLORATION I 0.4%
Value ($000) $1,212 Shares 409,470 Est. Cost $2.96 Unrealized
O REALTY INCOME CORP 0.3%
Value ($000) $1,167 Shares 27,838 Est. Cost $25.40 Unrealized 0.0%
IJK ISHARES TR 0.3%
Value ($000) $1,164 Shares 9,034 Est. Cost $128.85 Unrealized
PROSHARES TR 0.3%
Value ($000) $1,157 Shares 38,982 Est. Cost $29.68 Unrealized
POWERSHARES GLOBAL ETF TRUST 0.3%
Value ($000) $1,143 Shares 61,345 Est. Cost $18.63 Unrealized
ABBV ABBVIE INC 0.3%
Value ($000) $1,126 Shares 27,228 Est. Cost $26.55 Unrealized 0.0%
AAPL APPLE INC 0.3%
Value ($000) $1,123 Shares 2,831 Est. Cost $13.16 Unrealized 0.0%
MET METLIFE INC 0.3%
Value ($000) $1,121 Shares 24,500 Est. Cost $24.43 Unrealized 0.0%
VWO VANGUARD INTL EQUITY INDEX F 0.3%
Value ($000) $1,120 Shares 28,855 Est. Cost $38.81 Unrealized
WM WASTE MGMT INC DEL 0.3%
Value ($000) $1,092 Shares 27,083 Est. Cost $30.75 Unrealized 0.0%
SCHW SCHWAB CHARLES CORP NEW 0.3%
Value ($000) $1,074 Shares 50,625 Est. Cost $15.92 Unrealized 0.0%
KINDER MORGAN MANAGEMENT LLC 0.3%
Value ($000) $1,065 Shares 12,747 Est. Cost $83.55 Unrealized
POWERSHARES ETF TRUST 0.3%
Value ($000) $1,054 Shares 58,951 Est. Cost $17.88 Unrealized
SPDR SERIES TRUST 0.3%
Value ($000) $1,049 Shares 26,551 Est. Cost $39.51 Unrealized
POWERSHARES ETF TRUST II 0.3%
Value ($000) $1,033 Shares 41,711 Est. Cost $24.77 Unrealized
XLF SELECT SECTOR SPDR TR 0.3%
Value ($000) $1,007 Shares 51,798 Est. Cost $19.44 Unrealized
BLACKROCK FLOAT RATE OME STR 0.3%
Value ($000) $1,006 Shares 64,978 Est. Cost $15.48 Unrealized
WLY WILEY JOHN & SONS INC 0.3%
Value ($000) $996 Shares 24,850 Est. Cost $27.09 Unrealized 0.0%
TOTAL S A 0.3%
Value ($000) $979 Shares 20,100 Est. Cost $48.71 Unrealized
GLAXOSMITHKLINE PLC 0.3%
Value ($000) $971 Shares 19,434 Est. Cost $49.96 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.3%
Value ($000) $957 Shares 5,008 Est. Cost $118.94 Unrealized 0.0%
ABT ABBOTT LABS 0.3%
Value ($000) $953 Shares 27,328 Est. Cost $28.85 Unrealized 0.0%
EFAV ISHARES TR 0.3%
Value ($000) $952 Shares 16,645 Est. Cost $57.19 Unrealized
VTIP VANGUARD MALVERN FDS 0.3%
Value ($000) $943 Shares 19,200 Est. Cost $49.11 Unrealized
VB VANGUARD INDEX FDS 0.3%
Value ($000) $942 Shares 10,050 Est. Cost $93.73 Unrealized
CHAMBERS STR PPTYS 0.3%
Value ($000) $925 Shares 92,523 Est. Cost $10.00 Unrealized
BUCKEYE PARTNERS L P 0.3%
Value ($000) $917 Shares 13,075 Est. Cost $70.13 Unrealized
BP BP PLC 0.3%
Value ($000) $908 Shares 21,755 Est. Cost $41.74 Unrealized
DWS STRATEGIC INCOME TR 0.3%
Value ($000) $905 Shares 70,100 Est. Cost $12.91 Unrealized
DGS WISDOMTREE TRUST 0.3%
Value ($000) $880 Shares 19,111 Est. Cost $46.05 Unrealized
IVW ISHARES TR 0.3%
Value ($000) $877 Shares 10,436 Est. Cost $84.04 Unrealized
E M C CORP MASS 0.3%
Value ($000) $869 Shares 36,800 Est. Cost $23.61 Unrealized
VNQ VANGUARD INDEX FDS 0.3%
Value ($000) $857 Shares 12,463 Est. Cost $68.76 Unrealized
RYDEX ETF TRUST 0.3%
Value ($000) $853 Shares 12,828 Est. Cost $66.50 Unrealized
NUSTAR ENERGY LP 0.3%
Value ($000) $853 Shares 18,685 Est. Cost $45.65 Unrealized
DEM WISDOMTREE TRUST 0.2%
Value ($000) $845 Shares 17,490 Est. Cost $48.31 Unrealized
AMERICAN INCOME FD INC 0.2%
Value ($000) $842 Shares 108,668 Est. Cost $7.75 Unrealized
NATIONAL FINL PARTNERS CORP 0.2%
Value ($000) $842 Shares 33,289 Est. Cost $25.29 Unrealized
USB US BANCORP DEL 0.2%
Value ($000) $837 Shares 23,130 Est. Cost $22.41 Unrealized 0.0%
SCHV SCHWAB STRATEGIC TR 0.2%
Value ($000) $831 Shares 22,966 Est. Cost $36.18 Unrealized
STPZ PIMCO ETF TR 0.2%
Value ($000) $829 Shares 15,736 Est. Cost $52.68 Unrealized
VBK VANGUARD INDEX FDS 0.2%
Value ($000) $818 Shares 7,941 Est. Cost $103.01 Unrealized
TRANSCANADA CORP 0.2%
Value ($000) $816 Shares 18,939 Est. Cost $43.09 Unrealized
LEGACY RESERVES LP 0.2%
Value ($000) $814 Shares 30,600 Est. Cost $26.60 Unrealized
UPS UNITED PARCEL SERVICE INC 0.2%
Value ($000) $803 Shares 9,290 Est. Cost $55.38 Unrealized 0.0%
MDLZ MONDELEZ INTL INC 0.2%
Value ($000) $802 Shares 28,127 Est. Cost $23.16 Unrealized 0.0%
RYDEX ETF TRUST 0.2%
Value ($000) $794 Shares 11,622 Est. Cost $68.32 Unrealized
RYDEX ETF TRUST 0.2%
Value ($000) $791 Shares 8,408 Est. Cost $94.08 Unrealized
WINDSTREAM CORP 0.2%
Value ($000) $790 Shares 102,491 Est. Cost $7.71 Unrealized
EEMV ISHARES INC 0.2%
Value ($000) $770 Shares 13,476 Est. Cost $57.14 Unrealized
RYDEX ETF TRUST 0.2%
Value ($000) $765 Shares 21,754 Est. Cost $35.17 Unrealized
NEUBERGER BERMAN INTER MUNI 0.2%
Value ($000) $765 Shares 53,034 Est. Cost $14.42 Unrealized
EMR EMERSON ELEC CO 0.2%
Value ($000) $760 Shares 13,938 Est. Cost $40.02 Unrealized 0.0%
XMUIX BLACKROCK MUNI INTER DR FD I 0.2%
Value ($000) $749 Shares 51,118 Est. Cost $14.65 Unrealized
VO VANGUARD INDEX FDS 0.2%
Value ($000) $743 Shares 7,813 Est. Cost $95.10 Unrealized
PEOPLES UNITED FINANCIAL INC 0.2%
Value ($000) $715 Shares 47,967 Est. Cost $14.91 Unrealized
AEP AMERICAN ELEC PWR INC 0.2%
Value ($000) $710 Shares 15,861 Est. Cost $30.44 Unrealized 0.0%
RCI ROGERS COMMUNICATIONS INC 0.2%
Value ($000) $708 Shares 18,055 Est. Cost $47.39 Unrealized 0.0%
NTT DOCOMO INC 0.2%
Value ($000) $704 Shares 45,005 Est. Cost $15.64 Unrealized
SBUX STARBUCKS CORP 0.2%
Value ($000) $697 Shares 10,637 Est. Cost $24.37 Unrealized 0.0%
AMERICAN SELECT PORTFOLIO IN 0.2%
Value ($000) $696 Shares 68,500 Est. Cost $10.16 Unrealized
SCHM SCHWAB STRATEGIC TR 0.2%
Value ($000) $693 Shares 21,671 Est. Cost $31.98 Unrealized
HOSPITALITY PPTYS TR 0.2%
Value ($000) $692 Shares 26,325 Est. Cost $26.29 Unrealized
DU PONT E I DE NEMOURS & CO 0.2%
Value ($000) $683 Shares 13,008 Est. Cost $52.51 Unrealized
AXP AMERICAN EXPRESS CO 0.2%
Value ($000) $682 Shares 9,135 Est. Cost $59.62 Unrealized 0.0%
KKR & CO L P DEL 0.2%
Value ($000) $678 Shares 34,500 Est. Cost $19.65 Unrealized
CENTURYLINK INC 0.2%
Value ($000) $676 Shares 19,123 Est. Cost $35.35 Unrealized
BLACKROCK INC 0.2%
Value ($000) $666 Shares 2,595 Est. Cost $256.65 Unrealized
AMERICAN STRATEGIC INCM PTFL 0.2%
Value ($000) $665 Shares 63,453 Est. Cost $10.48 Unrealized
DWS MUN INCOME TR 0.2%
Value ($000) $660 Shares 51,200 Est. Cost $12.89 Unrealized
DREYFUS MUN INCOME INC 0.2%
Value ($000) $657 Shares 70,251 Est. Cost $9.35 Unrealized
XLV SELECT SECTOR SPDR TR 0.2%
Value ($000) $649 Shares 13,629 Est. Cost $47.62 Unrealized
BLACKROCK STRTGC BOND TR 0.2%
Value ($000) $623 Shares 47,674 Est. Cost $13.07 Unrealized
XLY SELECT SECTOR SPDR TR 0.2%
Value ($000) $619 Shares 10,966 Est. Cost $56.45 Unrealized
VBR VANGUARD INDEX FDS 0.2%
Value ($000) $616 Shares 7,360 Est. Cost $83.70 Unrealized
AMAT APPLIED MATLS INC 0.2%
Value ($000) $611 Shares 40,975 Est. Cost $12.22 Unrealized 0.0%
DEO DIAGEO P L C 0.2%
Value ($000) $611 Shares 5,316 Est. Cost $114.94 Unrealized
IYR ISHARES TR 0.2%
Value ($000) $604 Shares 9,098 Est. Cost $66.39 Unrealized
XLI SELECT SECTOR SPDR TR 0.2%
Value ($000) $603 Shares 14,130 Est. Cost $42.68 Unrealized
CELGENE CORP 0.2%
Value ($000) $603 Shares 5,150 Est. Cost $117.09 Unrealized
NATIONAL OILWELL VARCO INC 0.2%
Value ($000) $601 Shares 8,720 Est. Cost $68.92 Unrealized
BOARDWALK PIPELINE PARTNERS 0.2%
Value ($000) $597 Shares 19,780 Est. Cost $30.18 Unrealized
CODI COMPASS DIVERSIFIED HOLDINGS 0.2%
Value ($000) $584 Shares 33,300 Est. Cost $7.10 Unrealized 0.0%
BLACKROCK CR ALLCTN INC TR 0.2%
Value ($000) $580 Shares 44,700 Est. Cost $12.98 Unrealized
MFS INTER INCOME TR 0.2%
Value ($000) $564 Shares 97,950 Est. Cost $5.76 Unrealized
TD TORONTO DOMINION BK ONT 0.2%
Value ($000) $559 Shares 6,950 Est. Cost $40.27 Unrealized 0.0%
EXPRESS SCRIPTS HLDG CO 0.2%
Value ($000) $558 Shares 9,030 Est. Cost $61.79 Unrealized
POWERSHARES GLOBAL ETF TRUST 0.2%
Value ($000) $556 Shares 38,998 Est. Cost $14.26 Unrealized
MO ALTRIA GROUP INC 0.2%
Value ($000) $550 Shares 15,702 Est. Cost $16.28 Unrealized 0.0%
AIRGAS INC 0.2%
Value ($000) $549 Shares 5,755 Est. Cost $95.40 Unrealized
SHIP FINANCE INTERNATIONAL L 0.2%
Value ($000) $549 Shares 37,000 Est. Cost $14.84 Unrealized
BA BOEING CO 0.2%
Value ($000) $528 Shares 5,150 Est. Cost $80.37 Unrealized 0.0%
FIRST POTOMAC RLTY TR 0.1%
Value ($000) $508 Shares 38,900 Est. Cost $13.06 Unrealized
RETAIL PPTYS AMER INC 0.1%
Value ($000) $504 Shares 35,336 Est. Cost $14.26 Unrealized
SUPERIOR ENERGY SVCS INC 0.1%
Value ($000) $503 Shares 19,400 Est. Cost $25.93 Unrealized
HYS PIMCO ETF TR 0.1%
Value ($000) $495 Shares 4,819 Est. Cost $102.72 Unrealized
VXUS VANGUARD STAR FD 0.1%
Value ($000) $493 Shares 10,799 Est. Cost $45.65 Unrealized
CLX CLOROX CO DEL 0.1%
Value ($000) $482 Shares 5,800 Est. Cost $60.00 Unrealized 0.0%
MEDTRONIC INC 0.1%
Value ($000) $476 Shares 9,235 Est. Cost $51.54 Unrealized
GUGGENHEIM BLD AMR BDS MNG D 0.1%
Value ($000) $471 Shares 21,525 Est. Cost $21.88 Unrealized
DREYFUS STRATEGIC MUN BD FD 0.1%
Value ($000) $469 Shares 57,612 Est. Cost $8.14 Unrealized
GOLDCORP INC NEW 0.1%
Value ($000) $467 Shares 18,900 Est. Cost $24.71 Unrealized
ORCL ORACLE CORP 0.1%
Value ($000) $465 Shares 15,151 Est. Cost $27.58 Unrealized 0.0%
CROSSTEX ENERGY L P 0.1%
Value ($000) $462 Shares 22,400 Est. Cost $20.63 Unrealized
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $460 Shares 4,237 Est. Cost $71.65 Unrealized 0.0%
APACHE CORP 0.1%
Value ($000) $453 Shares 5,403 Est. Cost $83.84 Unrealized
WESTAR ENERGY INC 0.1%
Value ($000) $451 Shares 14,120 Est. Cost $31.94 Unrealized
DSI ISHARES TR 0.1%
Value ($000) $449 Shares 7,433 Est. Cost $60.41 Unrealized
MICROSEMI CORP 0.1%
Value ($000) $439 Shares 19,300 Est. Cost $22.75 Unrealized
SYNOVUS FINL CORP 0.1%
Value ($000) $422 Shares 144,658 Est. Cost $2.92 Unrealized
RF REGIONS FINL CORP NEW 0.1%
Value ($000) $416 Shares 43,619 Est. Cost $5.80 Unrealized 0.0%
UNITED TECHNOLOGIES CORP 0.1%
Value ($000) $411 Shares 4,421 Est. Cost $92.97 Unrealized
JPMORGAN CHASE & CO 0.1%
Value ($000) $405 Shares 8,700 Est. Cost $46.55 Unrealized
ELD WISDOMTREE TR 0.1%
Value ($000) $403 Shares 8,395 Est. Cost $48.00 Unrealized
KKR FINL HLDGS LLC 0.1%
Value ($000) $399 Shares 37,800 Est. Cost $10.56 Unrealized
TRIANGLE CAP CORP 0.1%
Value ($000) $396 Shares 14,400 Est. Cost $27.50 Unrealized
SPTL SPDR SERIES TRUST 0.1%
Value ($000) $394 Shares 6,145 Est. Cost $64.12 Unrealized
PRU PRUDENTIAL FINL INC 0.1%
Value ($000) $394 Shares 5,400 Est. Cost $38.68 Unrealized 0.0%
SO SOUTHERN CO 0.1%
Value ($000) $393 Shares 8,920 Est. Cost $26.74 Unrealized 0.0%
FLY LEASING LTD 0.1%
Value ($000) $391 Shares 23,201 Est. Cost $16.85 Unrealized
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $383 Shares 4,431 Est. Cost $49.85 Unrealized 0.0%
DWS MULTI MKT INCOME TR 0.1%
Value ($000) $382 Shares 39,202 Est. Cost $9.74 Unrealized
BLACKROCK CORE BD TR 0.1%
Value ($000) $379 Shares 28,901 Est. Cost $13.11 Unrealized
TAL INTL GROUP INC 0.1%
Value ($000) $376 Shares 8,631 Est. Cost $43.56 Unrealized
FCX FREEPORT-MCMORAN COPPER & GO 0.1%
Value ($000) $376 Shares 13,630 Est. Cost $24.45 Unrealized 0.0%
IVE ISHARES TR 0.1%
Value ($000) $373 Shares 4,930 Est. Cost $75.66 Unrealized
DISCOVER FINL SVCS 0.1%
Value ($000) $372 Shares 7,809 Est. Cost $47.64 Unrealized
FLO FLOWERS FOODS INC 0.1%
Value ($000) $368 Shares 16,711 Est. Cost $13.91 Unrealized 0.0%
KMB KIMBERLY CLARK CORP 0.1%
Value ($000) $363 Shares 3,734 Est. Cost $63.06 Unrealized 0.0%
KAYNE ANDERSON ENERGY DEV CO 0.1%
Value ($000) $359 Shares 14,026 Est. Cost $25.60 Unrealized
DIS DISNEY WALT CO 0.1%
Value ($000) $356 Shares 5,629 Est. Cost $56.11 Unrealized 0.0%
DWM WISDOMTREE TRUST 0.1%
Value ($000) $354 Shares 7,711 Est. Cost $45.91 Unrealized
SPH SUBURBAN PROPANE PARTNERS L 0.1%
Value ($000) $353 Shares 7,600 Est. Cost $46.45 Unrealized
MARKET VECTORS ETF TR 0.1%
Value ($000) $347 Shares 11,339 Est. Cost $30.60 Unrealized
MUB ISHARES TR 0.1%
Value ($000) $346 Shares 3,295 Est. Cost $105.01 Unrealized
UIL HLDG CORP 0.1%
Value ($000) $345 Shares 9,019 Est. Cost $38.25 Unrealized
UNILEVER PLC 0.1%
Value ($000) $343 Shares 8,476 Est. Cost $40.47 Unrealized
MYLAN INC 0.1%
Value ($000) $341 Shares 11,000 Est. Cost $31.00 Unrealized
BED BATH & BEYOND INC 0.1%
Value ($000) $340 Shares 4,785 Est. Cost $71.06 Unrealized
MAIN MAIN STREET CAPITAL CORP 0.1%
Value ($000) $339 Shares 12,246 Est. Cost $29.37 Unrealized 0.0%
BRK/A BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $338 Shares 2 Est. Cost $165023.42 Unrealized 0.0%
AZN ASTRAZENECA PLC 0.1%
Value ($000) $335 Shares 7,086 Est. Cost $47.28 Unrealized
FEDERATED PREM INTR MUN INC 0.1%
Value ($000) $329 Shares 25,200 Est. Cost $13.06 Unrealized
BLACKROCK MUNIHLDS INVSTM QL 0.1%
Value ($000) $328 Shares 23,113 Est. Cost $14.19 Unrealized
MEDLEY CAP CORP 0.1%
Value ($000) $326 Shares 23,995 Est. Cost $13.59 Unrealized
CVI CVR ENERGY INC 0.1%
Value ($000) $324 Shares 6,834 Est. Cost $18.37 Unrealized 0.0%
HYG ISHARES TR 0.1%
Value ($000) $323 Shares 3,552 Est. Cost $90.93 Unrealized
GPC GENUINE PARTS CO 0.1%
Value ($000) $320 Shares 4,100 Est. Cost $54.12 Unrealized 0.0%
NEM NEWMONT MINING CORP 0.1%
Value ($000) $319 Shares 10,641 Est. Cost $25.34 Unrealized 0.0%
HOLLYFRONTIER CORP 0.1%
Value ($000) $316 Shares 7,387 Est. Cost $42.78 Unrealized
GORO GOLD RESOURCE CORP 0.1%
Value ($000) $315 Shares 36,150 Est. Cost $9.87 Unrealized 0.0%
NUVEEN MUN ADVANTAGE FD INC 0.1%
Value ($000) $313 Shares 23,350 Est. Cost $13.40 Unrealized
YUM YUM BRANDS INC 0.1%
Value ($000) $308 Shares 4,445 Est. Cost $38.97 Unrealized 0.0%
SCHF SCHWAB STRATEGIC TR 0.1%
Value ($000) $303 Shares 11,097 Est. Cost $27.30 Unrealized
WESTERN ASSET VAR RT STRG FD 0.1%
Value ($000) $302 Shares 17,495 Est. Cost $17.26 Unrealized
DREYFUS STRATEGIC MUNS INC 0.1%
Value ($000) $301 Shares 35,076 Est. Cost $8.58 Unrealized
HAL HALLIBURTON CO 0.1%
Value ($000) $296 Shares 7,100 Est. Cost $33.21 Unrealized 0.0%
AMERICAN CAPITAL AGENCY CORP 0.1%
Value ($000) $292 Shares 12,670 Est. Cost $23.05 Unrealized
CHESAPEAKE ENERGY CORP 0.1%
Value ($000) $291 Shares 14,300 Est. Cost $20.35 Unrealized
NVO NOVO-NORDISK A S 0.1%
Value ($000) $291 Shares 1,865 Est. Cost $156.03 Unrealized
SCHG SCHWAB STRATEGIC TR 0.1%
Value ($000) $290 Shares 7,603 Est. Cost $38.14 Unrealized
NPS PHARMACEUTICALS INC 0.1%
Value ($000) $287 Shares 19,000 Est. Cost $15.11 Unrealized
GD GENERAL DYNAMICS CORP 0.1%
Value ($000) $287 Shares 3,675 Est. Cost $56.44 Unrealized 0.0%
KRE SPDR SERIES TRUST 0.1%
Value ($000) $285 Shares 8,400 Est. Cost $33.93 Unrealized
MXI ISHARES TR 0.1%
Value ($000) $285 Shares 5,350 Est. Cost $53.27 Unrealized
LINN ENERGY LLC 0.1%
Value ($000) $285 Shares 8,600 Est. Cost $33.14 Unrealized
TELFY TELEFONICA S A 0.1%
Value ($000) $282 Shares 22,063 Est. Cost $12.78 Unrealized
EATON VANCE LTD DUR INCOME F 0.1%
Value ($000) $282 Shares 17,697 Est. Cost $15.93 Unrealized
IJT ISHARES TR 0.1%
Value ($000) $282 Shares 2,911 Est. Cost $96.87 Unrealized
BOND PIMCO ETF TR 0.1%
Value ($000) $281 Shares 2,660 Est. Cost $105.64 Unrealized
LQD ISHARES TR 0.1%
Value ($000) $279 Shares 2,447 Est. Cost $114.02 Unrealized
TRIP TRIPADVISOR INC 0.1%
Value ($000) $278 Shares 4,560 Est. Cost $50.93 Unrealized 0.0%
NUVEEN DIV ADVANTAGE MUN FD 0.1%
Value ($000) $271 Shares 19,431 Est. Cost $13.95 Unrealized
HANCOCK JOHN INVS TR 0.1%
Value ($000) $269 Shares 13,575 Est. Cost $19.82 Unrealized
KELYA KELLY SVCS INC 0.1%
Value ($000) $267 Shares 15,300 Est. Cost $14.88 Unrealized 0.0%
NGL NGL ENERGY PARTNERS LP 0.1%
Value ($000) $266 Shares 8,800 Est. Cost $30.23 Unrealized
AGG ISHARES TR 0.1%
Value ($000) $266 Shares 2,491 Est. Cost $106.78 Unrealized
UTHR UNITED THERAPEUTICS CORP DEL 0.1%
Value ($000) $265 Shares 4,031 Est. Cost $64.42 Unrealized 0.0%
FLEETCOR TECHNOLOGIES INC 0.1%
Value ($000) $264 Shares 3,245 Est. Cost $81.36 Unrealized
HANCOCK JOHN PFD INCOME FD I 0.1%
Value ($000) $261 Shares 12,500 Est. Cost $20.88 Unrealized
TYL TYLER TECHNOLOGIES INC 0.1%
Value ($000) $260 Shares 3,794 Est. Cost $64.83 Unrealized 0.0%
IT GARTNER INC 0.1%
Value ($000) $259 Shares 4,546 Est. Cost $56.76 Unrealized 0.0%
KR KROGER CO 0.1%
Value ($000) $259 Shares 7,497 Est. Cost $13.44 Unrealized 0.0%
ROCKWOOD HLDGS INC 0.1%
Value ($000) $256 Shares 4,000 Est. Cost $64.00 Unrealized
HOME PROPERTIES INC 0.1%
Value ($000) $255 Shares 3,900 Est. Cost $65.38 Unrealized
UHAL AMERCO 0.1%
Value ($000) $254 Shares 1,570 Est. Cost $16.61 Unrealized 0.0%
WADDELL & REED FINL INC 0.1%
Value ($000) $252 Shares 5,797 Est. Cost $43.47 Unrealized
U S SILICA HLDGS INC 0.1%
Value ($000) $246 Shares 11,859 Est. Cost $20.74 Unrealized
SLB SCHLUMBERGER LTD 0.1%
Value ($000) $246 Shares 3,433 Est. Cost $52.90 Unrealized 0.0%
BONANZA CREEK ENERGY INC 0.1%
Value ($000) $246 Shares 6,925 Est. Cost $35.52 Unrealized
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $246 Shares 4,800 Est. Cost $36.21 Unrealized 0.0%
USMV ISHARES TR 0.1%
Value ($000) $245 Shares 7,519 Est. Cost $32.58 Unrealized
BCPC BALCHEM CORP 0.1%
Value ($000) $245 Shares 5,466 Est. Cost $41.81 Unrealized 0.0%
TARO PHARMACEUTICAL INDS LTD 0.1%
Value ($000) $243 Shares 4,347 Est. Cost $55.90 Unrealized
EBAY EBAY INC 0.1%
Value ($000) $241 Shares 4,655 Est. Cost $20.18 Unrealized 0.0%
MEDICINES CO 0.1%
Value ($000) $241 Shares 7,828 Est. Cost $30.79 Unrealized
BIIB BIOGEN IDEC INC 0.1%
Value ($000) $241 Shares 1,122 Est. Cost $213.68 Unrealized 0.0%
BIDU BAIDU INC 0.1%
Value ($000) $234 Shares 2,475 Est. Cost $94.55 Unrealized
BBSI BARRETT BUSINESS SERVICES IN 0.1%
Value ($000) $233 Shares 4,467 Est. Cost $11.62 Unrealized 0.0%
IJS ISHARES TR 0.1%
Value ($000) $232 Shares 2,488 Est. Cost $93.25 Unrealized
TIP ISHARES TR 0.1%
Value ($000) $231 Shares 2,063 Est. Cost $111.97 Unrealized
IWV ISHARES TR 0.1%
Value ($000) $231 Shares 2,393 Est. Cost $96.53 Unrealized
UGP ULTRAPAR PARTICIPACOES S A 0.1%
Value ($000) $230 Shares 9,613 Est. Cost $23.93 Unrealized
WESTERN ASSET INTM MUNI FD I 0.1%
Value ($000) $228 Shares 24,000 Est. Cost $9.50 Unrealized
NUVEEN QUALITY INCOME MUN FD 0.1%
Value ($000) $228 Shares 16,900 Est. Cost $13.49 Unrealized
FIRST CASH FINL SVCS INC 0.1%
Value ($000) $225 Shares 4,578 Est. Cost $49.15 Unrealized
SCHZ SCHWAB STRATEGIC TR 0.1%
Value ($000) $225 Shares 4,453 Est. Cost $50.53 Unrealized
STT STATE STR CORP 0.1%
Value ($000) $222 Shares 3,400 Est. Cost $44.60 Unrealized 0.0%
VODAFONE GROUP PLC NEW 0.1%
Value ($000) $222 Shares 7,725 Est. Cost $28.74 Unrealized
OEF ISHARES TR 0.1%
Value ($000) $221 Shares 3,078 Est. Cost $71.80 Unrealized
ALK ALASKA AIR GROUP INC 0.1%
Value ($000) $219 Shares 4,213 Est. Cost $26.50 Unrealized 0.0%
XLE SELECT SECTOR SPDR TR 0.1%
Value ($000) $218 Shares 2,790 Est. Cost $78.14 Unrealized
SAN BANCO SANTANDER SA 0.1%
Value ($000) $216 Shares 33,369 Est. Cost $6.47 Unrealized
AMGN AMGEN INC 0.1%
Value ($000) $214 Shares 2,172 Est. Cost $73.34 Unrealized 0.0%
BP PRUDHOE BAY RTY TR 0.1%
Value ($000) $209 Shares 2,175 Est. Cost $96.09 Unrealized
HANCOCK JOHN PFD INCOME FD 0.1%
Value ($000) $208 Shares 10,000 Est. Cost $20.80 Unrealized
IJJ ISHARES TR 0.1%
Value ($000) $202 Shares 1,999 Est. Cost $101.05 Unrealized
META FACEBOOK INC 0.1%
Value ($000) $202 Shares 8,120 Est. Cost $25.44 Unrealized 0.0%
MWA MUELLER WTR PRODS INC 0.1%
Value ($000) $197 Shares 28,560 Est. Cost $5.51 Unrealized 0.0%
BLACKROCK MUNIHLDGS FD II IN 0.1%
Value ($000) $187 Shares 12,500 Est. Cost $14.96 Unrealized
BLACKROCK GLOBAL OPP EQTY TR 0.1%
Value ($000) $178 Shares 13,164 Est. Cost $13.52 Unrealized
BLACKROCK INCOME TR INC 0.1%
Value ($000) $175 Shares 25,600 Est. Cost $6.84 Unrealized
BLACKROCK INCOME OPP TRUST I 0.1%
Value ($000) $173 Shares 17,252 Est. Cost $10.03 Unrealized
HANCOCK JOHN PREMUIM DIV FD 0.0%
Value ($000) $167 Shares 12,597 Est. Cost $13.26 Unrealized
SSBI SUMMIT ST BK SANTA ROSA CALI 0.0%
Value ($000) $165 Shares 17,691 Est. Cost $4.30 Unrealized 0.0%
FR FIRST INDUSTRIAL REALTY TRUS 0.0%
Value ($000) $165 Shares 10,900 Est. Cost $15.14 Unrealized
BLACKROCK MUNIASSETS FD INC 0.0%
Value ($000) $164 Shares 13,000 Est. Cost $12.62 Unrealized
TCW STRATEGIC INCOME FUND IN 0.0%
Value ($000) $163 Shares 29,400 Est. Cost $5.54 Unrealized
NUVEEN PERFORMANCE PLUS MUN 0.0%
Value ($000) $162 Shares 11,285 Est. Cost $14.36 Unrealized
PUTMAN HIGH INCOME SEC FUND 0.0%
Value ($000) $158 Shares 20,049 Est. Cost $7.88 Unrealized
WESTERN ASSET INCOME FD 0.0%
Value ($000) $157 Shares 12,260 Est. Cost $12.81 Unrealized
F FORD MTR CO DEL 0.0%
Value ($000) $155 Shares 10,063 Est. Cost $7.61 Unrealized 0.0%
NUVEEN EQUITY PREM INCOME FD 0.0%
Value ($000) $151 Shares 12,000 Est. Cost $12.58 Unrealized
MFS MULTIMARKET INCOME TR 0.0%
Value ($000) $132 Shares 19,803 Est. Cost $6.67 Unrealized
SIRIUS XM RADIO INC 0.0%
Value ($000) $112 Shares 33,500 Est. Cost $3.34 Unrealized
WALTER ENERGY INC 0.0%
Value ($000) $104 Shares 10,030 Est. Cost $10.37 Unrealized
FRONTIER COMMUNICATIONS CORP 0.0%
Value ($000) $103 Shares 25,518 Est. Cost $4.04 Unrealized
PUTNAM PREMIER INCOME TR 0.0%
Value ($000) $96 Shares 18,010 Est. Cost $5.33 Unrealized
FCF FIRST COMWLTH FINL CORP PA 0.0%
Value ($000) $95 Shares 12,845 Est. Cost $4.74 Unrealized 0.0%
MFS GOVT MKTS INCOME TR 0.0%
Value ($000) $93 Shares 15,500 Est. Cost $6.00 Unrealized
FRBKQ REPUBLIC FIRST BANCORP INC 0.0%
Value ($000) $36 Shares 12,517 Est. Cost $2.90 Unrealized 0.0%